Mark Brice Email & Phone Number
Partner and Senior Financial Planner at Mindful Asset Planning @ Mindful Asset Planning
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Mark Brice Location
- Minneapolis, MN, US
Mark Brice Work
- 2019 -now Partner and Senior Financial Planner at Mindful Asset Planning @
- 2012 -2018 Associate Financial Planner @
- 2011 -2012 Business Analyst @
- 2009 -2010 Project Manager @
- 2008 -2009 Structural Engineer @
- 2005 -2008 Structural Engineer @
- 2004 -2005 Undergraduate Research Assistant @ University of Minnesota - Twin Cities - Civil Engineering Department
- 2003 -2003 Land Surveyor @ North Country Surveying
Mark Brice Education
- University of St. Thomas
certificate program (Certified Financial Planner™)
2010-2011 - FPA Residency 2011 2011-2011
- Century College
Non-Degree Coursework (Business)
2006-2007 - University of Minnesota-Twin Cities
B.S. (Civil Engineering)
2001-2005 - Roseville Area High School 1997-2001
Mark Brice Skills
- Estate Planning
- Planning
- Income Tax
- Business Consulting
- Pensions
- Saving for Education
- IRAs
- Data Analysis
- Investments
- 401k
- Roth IRA
- Financial Services
- Powers of Attorney
- Life Insurance
- Strategic Financial Planning
- Structural Engineering
- Trusts
- Health Care Directives
- Disability Insurance
- Project Planning
- Personal Financial Planning
- Wills
- Long Term Care Insurance
- Project Management
- Research
- Services
- Tax Advantaged Investment Strategies
- Employee Benefits
- 529 Plans
- Residential Mortgages
Mark Brice Summary
- Mark Brice, based in Minneapolis, MN, US, is currently a Partner and Senior Financial Planner at Mindful Asset Planning at Mindful Asset Planning. Mark Brice brings experience from previous roles at Mindful Asset Planning, ActiFi, Larson Engineering and Meyer, Borgman, and Johnson, Inc.. Mark Brice holds a 2010 - 2011 certificate program in Certified Financial Planner™ @ University of St. Thomas. With a robust skill set that includes Estate Planning, Planning, Income Tax, Business Consulting, Pensions and more. Mark Brice has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Mindful Asset Planning Employees
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Saint Paul, MN, US
Susan Zimmerman
Co-Founder
Saint Paul, MN, US
Mark Brice
Partner and Senior Financial Planner at Mindful Asset Planning
Minneapolis, MN, US
Steven Zimmerman
Partner
Saint Paul, MN, US
Jeffrey Ahlstrand
Operations Coordinator
Saint Paul, MN, US
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Nick Augustin
Partner and Certified Financial Planner™
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Patrick Gustafson
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Becky Sebastian
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Dan Heiar
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